Description
Protect your loved ones — and your wishes.
Learn how a few simple updates can prevent confusion, family disputes, and unnecessary court costs down the road.
We’ll cover:
- Real-life stories of what happens when planning is missed
- How wills, trusts, and beneficiary designations work together
- The role of HIPAA forms, powers of attorney, and directives
- Common “DIY” mistakes to avoid
- Steps to ensure your plan truly protects what matters most
Date and Time
Wed, Aug 19, 2026
12:00p - 12:45p EST
Location
Webinar
Note
Tim is a Retirement Plan Consultant with our Wealth Management Division, where his primary responsibility is to provide financial education to plan participants. He also offers individualized investment services. He is passionate about helping participants plan, pursue, and enjoy a successful financial life. Most recently Tim was a financial consultant with Transamerica where he offered personalized financial education and advice to a national healthcare organization with around 3000 participants in the Chicagoland area. Licensed since 2014, Tim can share his experiences to help you navigate your financial journey to and through retirement. Tim is a Certified Plan Fiduciary Advisor (CPFA®), a Chartered Retirement Plans Specialist (CRPS®) and a Nonqualified Plan Consultant (NQPC™). He holds FINRA Series 7 registration with LPL Financial and series 66 registration with Retirement & Benefit Partners and LPL Financial.